Sugarloaf Wealth Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $662K | Sell |
1,555
-1,396
| -47% | -$594K | 0.13% | 74 |
|
|
2024
Q3 | $1.25M | Sell |
2,951
-773
| -21% | -$327K | 0.24% | 48 |
|
|
2024
Q2 | $1.46M | Buy |
3,724
+17
| +0.5% | +$6.65K | 0.3% | 43 |
|
|
2024
Q1 | $1.47M | Sell |
3,707
-200
| -5% | -$79.6K | 0.31% | 42 |
|
|
2023
Q4 | $1.47M | Sell |
3,907
-2,803
| -42% | -$1.06M | 0.36% | 40 |
|
|
2023
Q3 | $2.25M | Hold |
6,710
| – | – | 0.57% | 35 |
|
|
2023
Q2 | $2.31M | Sell |
6,710
-819
| -11% | -$282K | 0.54% | 33 |
|
|
2023
Q1 | $2.5M | Hold |
7,529
| – | – | 0.62% | 23 |
|
|
2022
Q4 | $2.49M | Sell |
7,529
-1
| -0% | -$331 | 0.63% | 20 |
|
|
2022
Q3 | $2.16M | Hold |
7,530
| – | – | 0.55% | 29 |
|
|
2022
Q2 | $2.32M | Sell |
7,530
-797
| -10% | -$245K | 0.58% | 23 |
|
|
2022
Q1 | $2.89M | Hold |
8,327
| – | – | 0.68% | 23 |
|
|
2021
Q4 | $3.03M | Sell |
8,327
-91
| -1% | -$33.1K | 0.72% | 19 |
|
|
2021
Q3 | $2.85M | Sell |
8,418
-12
| -0.1% | -$4.06K | 0.75% | 18 |
|
|
2021
Q2 | $2.91M | Sell |
8,430
-898
| -10% | -$310K | 0.79% | 17 |
|
|
2021
Q1 | $3.08K | Hold |
9,328
| – | – | 0.92% | 16 |
|
|
2020
Q4 | $2.85M | Sell |
9,328
-4
| -0% | -$1.22K | 0.95% | 17 |
|
|
2020
Q3 | $2.59M | Sell |
9,332
-10
| -0.1% | -$2.78K | 0.94% | 17 |
|
|
2020
Q2 | $2.41M | Sell |
9,342
-254
| -3% | -$65.5K | 0.92% | 16 |
|
|
2020
Q1 | $2.1M | Buy |
9,596
+5,429
| +130% | +$1.19M | 0.94% | 17 |
|
|
2019
Q4 | $1.19M | Buy |
+4,167
| New | +$1.19M | 0.51% | 33 |
|